# Agent Harness

Comprehensive agent orchestration system for Dexorder AI platform, built on LangChain.js deep agents architecture.

## Architecture Overview

```
gateway/src/
├── harness/
│   ├── memory/              # Storage layer (Redis + Iceberg + Qdrant)
│   ├── subagents/           # Specialized agents with multi-file memory
│   ├── workflows/           # LangGraph state machines
│   ├── prompts/             # System prompts
│   ├── agent-harness.ts     # Main orchestrator
│   └── index.ts             # Exports
└── tools/                   # LangChain tools (platform + MCP)
    ├── platform/            # Local platform tools
    ├── mcp/                 # Remote MCP tool wrappers
    └── tool-registry.ts     # Tool-to-agent routing
```

## Core Components

### 1. Memory Layer (`memory/`)

Tiered storage architecture:

- **Redis**: Hot state (active sessions, checkpoints)
- **Iceberg**: Cold storage (durable conversations, analytics)
- **Qdrant**: Vector search (RAG, semantic memory)

**Key Files:**
- `checkpoint-saver.ts`: LangGraph checkpoint persistence
- `conversation-store.ts`: Message history management
- `rag-retriever.ts`: Vector similarity search
- `embedding-service.ts`: Text→vector conversion
- `session-context.ts`: User context with channel metadata

### 2. Tools (`../tools/`)

Standard LangChain tools following deep agents best practices:

**Platform Tools** (local services):
- `SymbolLookup`: Symbol search and metadata resolution
- `GetChartData`: OHLCV data with workspace defaults

**MCP Tools** (remote, per-user):
- Dynamically discovered from user's MCP server
- Wrapped as standard LangChain `DynamicStructuredTool`
- Filtered per-agent via `ToolRegistry`

**Example:**
```typescript
import { getToolRegistry } from '../tools';

const toolRegistry = getToolRegistry();
const tools = await toolRegistry.getToolsForAgent(
  'main',
  mcpClient,
  availableMCPTools
);
```

See `../tools/tool-registry.ts` for tool configuration.

### 3. Subagents (`subagents/`)

Specialized agents with multi-file memory:

```
subagents/
  code-reviewer/
    config.yaml              # Model, memory files, capabilities
    system-prompt.md         # System instructions
    memory/                  # Multi-file knowledge base
      review-guidelines.md
      common-patterns.md
      best-practices.md
    index.ts                 # Implementation
```

**Features:**
- Dedicated system prompts
- Split memory into logical files (better organization)
- Model overrides
- Capability tagging
- Configurable tool access via ToolRegistry

**Tool Configuration** (in `config.yaml`):
```yaml
tools:
  platform: ['SymbolLookup']  # Platform tools
  mcp: ['Python*']             # MCP tool patterns
```

**Example:**
```typescript
const tools = await toolRegistry.getToolsForAgent('research', mcpClient, availableMCPTools);
const subagent = await createResearchSubagent(model, logger, basePath, mcpClient, tools);
const result = await subagent.execute({ userContext }, instruction);
```

### 4. Workflows (`workflows/`)

LangGraph state machines with:

- Validation loops (retry with fixes)
- Human-in-the-loop (approval gates)
- Multi-step orchestration
- Error recovery

**Example Workflows:**
- `strategy-validation/`: Code review → backtest → risk → approval
- `trading-request/`: Analysis → risk → approval → execute

See individual workflow READMEs for details.

### 5. Configuration (`config/`)

YAML-based configuration:

- `subagent-routing.yaml`: When to use which subagent

Model configuration is centralized in the main gateway config (`/config/config.yaml`), including:
- Default models and providers
- License tier model assignments (free, pro, enterprise)
- Model routing rules (complexity, cost-optimized)

Resource limits (token limits, rate limits) are stored in the database per user.

## User Context

Enhanced session context with channel awareness for multi-channel support:

```typescript
interface UserContext {
  userId: string;
  sessionId: string;
  license: UserLicense;

  activeChannel: {
    type: 'websocket' | 'telegram' | 'slack' | 'discord';
    channelUserId: string;
    capabilities: {
      supportsMarkdown: boolean;
      supportsImages: boolean;
      supportsButtons: boolean;
      maxMessageLength: number;
    };
  };

  conversationHistory: BaseMessage[];
  relevantMemories: MemoryChunk[];
  workspaceState: WorkspaceContext;
}
```

This allows workflows to:
- Route responses to correct channel
- Format output for channel capabilities
- Handle channel-specific interactions (buttons, voice, etc.)

## Storage Architecture

Based on [harness-rag.txt discussion](../../chat/harness-rag.txt):

### Hot Path (Redis)
- Active checkpoints (TTL: 1 hour)
- Recent messages (last 50)
- Session metadata
- Fast reads for active conversations

### Cold Path (Iceberg)
- Full conversation history (partitioned by user_id, session_id)
- Checkpoint snapshots
- Time-travel queries
- GDPR-compliant deletion with compaction

### Vector Search (Qdrant)
- Conversation embeddings
- Long-term memory
- RAG retrieval
- Payload-indexed by user_id for fast GDPR deletion
- **Global knowledge base** (user_id="0") loaded from markdown files

### GDPR Compliance

```typescript
// Delete user data across all stores
await conversationStore.deleteUserData(userId);
await ragRetriever.deleteUserData(userId);
await checkpointSaver.delete(userId);
await containerManager.deleteContainer(userId);

// Iceberg physical delete
await icebergTable.expire_snapshots();
await icebergTable.rewrite_data_files();
```

## Standard Patterns

### Validation Loop (Retry with Fixes)

```typescript
graph.addConditionalEdges('validate', (state) => {
  if (state.errors.length > 0 && state.retryCount < 3) {
    return 'fix_errors';  // Loop back
  }
  return state.errors.length === 0 ? 'approve' : 'reject';
});
```

### Human-in-the-Loop (Approval Gates)

```typescript
const approvalNode = async (state) => {
  // Send to user's channel
  await sendToChannel(state.userContext.activeChannel, {
    type: 'approval_request',
    data: { /* details */ }
  });

  // LangGraph pauses here via Interrupt
  // Resume with user input: graph.invoke(state, { ...resumeConfig })

  return { approvalRequested: true };
};
```

## Getting Started

### 1. Install Dependencies

Already in `gateway/package.json`:
```json
{
  "@langchain/core": "^0.3.24",
  "@langchain/langgraph": "^0.2.26",
  "@langchain/anthropic": "^0.3.8",
  "ioredis": "^5.4.2"
}
```

### 2. Initialize Memory Layer

```typescript
import Redis from 'ioredis';
import {
  TieredCheckpointSaver,
  ConversationStore,
  EmbeddingService,
  RAGRetriever
} from './harness/memory';

const redis = new Redis(process.env.REDIS_URL);

const checkpointSaver = new TieredCheckpointSaver(redis, logger);
const conversationStore = new ConversationStore(redis, logger);
const embeddings = new EmbeddingService({ provider: 'openai', apiKey }, logger);
const ragRetriever = new RAGRetriever({ url: QDRANT_URL }, logger);

await ragRetriever.initialize();
```

### 3. Create Subagents

```typescript
import { createCodeReviewerSubagent } from './harness/subagents';
import { ModelRouter } from './llm/router';

const model = await modelRouter.route(query, license);
const codeReviewer = await createCodeReviewerSubagent(
  model,
  logger,
  'gateway/src/harness/subagents/code-reviewer'
);
```

### 4. Build Workflows

```typescript
import { createStrategyValidationWorkflow } from './harness/workflows';

const workflow = await createStrategyValidationWorkflow(
  model,
  codeReviewer,
  mcpBacktestFn,
  logger,
  'gateway/src/harness/workflows/strategy-validation/config.yaml'
);

const result = await workflow.execute({
  userContext,
  strategyCode: '...',
  ticker: 'BTC/USDT',
  timeframe: '4h'
});
```

### 5. Use Skills

```typescript
import { MarketAnalysisSkill } from './harness/skills';

const skill = new MarketAnalysisSkill(logger, model);
const analysis = await skill.execute({
  context: userContext,
  parameters: { ticker: 'BTC/USDT', period: '1h' }
});
```

## Global Knowledge System

The harness includes a document loader that automatically loads markdown files from `gateway/knowledge/` into Qdrant as global knowledge (user_id="0").

### Directory Structure
```
gateway/knowledge/
  ├── platform/          # Platform capabilities and architecture
  ├── trading/           # Trading concepts and fundamentals
  ├── indicators/        # Indicator development guides
  └── strategies/        # Strategy patterns and examples
```

### How It Works

1. **Startup**: Documents are loaded automatically when gateway starts
2. **Chunking**: Intelligent splitting by markdown headers (~1000 tokens/chunk)
3. **Embedding**: Chunks are embedded using configured embedding service
4. **Storage**: Stored in Qdrant with user_id="0" (global namespace)
5. **Updates**: Content hashing detects changes for incremental updates

### RAG Query Flow

When a user sends a message:
1. Query is embedded using same embedding service
2. Qdrant searches vectors with filter: `user_id = current_user OR user_id = "0"`
3. Results include both user-specific and global knowledge
4. Relevant chunks are added to LLM context
5. LLM generates response with platform knowledge

### Managing Knowledge

**Add new documents**:
```bash
# Create markdown file in appropriate directory
echo "# New Topic" > gateway/knowledge/platform/new-topic.md

# Reload knowledge (development)
curl -X POST http://localhost:3000/admin/reload-knowledge
```

**Check stats**:
```bash
curl http://localhost:3000/admin/knowledge-stats
```

**In production**: Just deploy updated markdown files - they'll be loaded on startup.

See [gateway/knowledge/README.md](../../knowledge/README.md) for detailed documentation.

## Next Steps

1. **Implement Iceberg Integration**: Complete TODOs in checkpoint-saver.ts and conversation-store.ts
2. **Add More Subagents**: Risk analyzer, market analyst, etc.
3. **Implement Interrupts**: Full human-in-the-loop with LangGraph interrupts
4. **Add Platform Tools**: Market data queries, chart rendering, etc.
5. **Expand Knowledge Base**: Add more platform documentation to knowledge/

## References

- Architecture discussion: [chat/harness-rag.txt](../../chat/harness-rag.txt)
- LangGraph docs: https://langchain-ai.github.io/langgraphjs/
- Qdrant docs: https://qdrant.tech/documentation/
- Apache Iceberg: https://iceberg.apache.org/docs/latest/
